Roundview Capital’s XPEL XPEL Stock Holding History

Roundview Capital’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,159	Closed	-$475K	–	329
2023 Q3	$475K	Buy	6,159 +12	+0.2%	+$964	0.05%	244
2023 Q2	$518K	Buy	+6,147	New	+$454K	0.05%	241

Other funds holding XPEL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Roundview Capital's XPEL Position: Q4 2023 in Review

Roundview Capital sold out of XPEL (XPEL) in Q4 2023, closing a stake of 6,159 shares — an estimated $475K sold.

Roundview Capital first reported a position in XPEL in Q2 2023 and held it in 2 quarters. The position peaked at $518K in Q2 2023. 186 funds tracked by Wall St. Rank hold XPEL as of Q4 2023.

Roundview Capital reported no remaining XPEL position as of Q4 2023 after selling out during the quarter.
Roundview Capital sold 6,159 XPEL shares in Q4 2023, an estimated $475K.
Roundview Capital first reported a position in XPEL in Q2 2023 and held it in 2 quarters.
Roundview Capital's XPEL position peaked at $518K in Q2 2023.
186 funds tracked by Wall St. Rank held XPEL as of Q4 2023.

Based on Roundview Capital's 13F filing for Q4 2023, filed 12 Feb 2024.